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Documentation Index

Fetch the complete documentation index at: https://grantmaster.dev/llms.txt

Use this file to discover all available pages before exploring further.

Funder CRM & Relations

Manage your network of grant-making organizations and track your interaction history with funders.

1. Grantors & Funders

The Grantors module maintains a database of organizations that provide funding.
  • Funder Profiles: Store mission statements, focus areas, and key contact individuals for each grantor.
  • Funding History: Access a consolidated view of all proposals (submitted, won, or lost) for a specific grantor.
  • Compliance Matrix: Review the specific reporting and audit requirements associated with each grantor.

2. Relations & Networking

Track your engagement with the people who make funding decisions.
  • Interaction Log: Record meetings, emails, and calls with donor representatives.
  • Relationship Mapping: See which board members or staff have existing connections to specific funding organizations.
  • Follow-up Reminders: Schedule tasks to follow up after proposal submissions or networking events.

3. Partner Programs

If your organization participates in partner or referral programs, manage those relationships under the Partnerships sidebar item.
  • Partner Tiers: Track your status in different donor partner networks.
  • Referral Tracking: Monitor the impact of your referrals and partnerships on mission goals.